VP, Relationship Manager

Customers Bank

. Serve as the primary point of contact for an assigned portfolio of institutional digital asset clients, including exchanges, stablecoin issuers, custodians, trading desks, and crypto funds .

Posted 10/8/2026full-timeRemote • Arizona • United StatesLead💰 $135,000 - $155,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in relationship management and client success within the digital asset landscape, with a strong focus on compliance standards and operational needs. Proficient in managing institutional clients and facilitating onboarding processes while ensuring high client satisfaction and retention.

Highest-signal resume keywords

Relationship ManagementDigital Asset KnowledgeU.S. Banking ComplianceClient OnboardingCRM Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Lifecycle ManagementAPI IntegrationKYC/KYB ComplianceBSA/AML ComplianceOperational Needs AssessmentCross-SellingBusiness Review ConductingInstant Payment Rails FamiliarityTreasury ManagementDigital Asset Understanding

Soft Skills

Strong CommunicationOrganizational SkillsProactive MindsetService-First AttitudeProcess Orientation

Tools & Technologies

CRM PlatformsSalesforceCubiX Platform

Industry Keywords

Digital AssetsStablecoinCustodiansExchangesOTC DesksCrypto FundsBanking ComplianceCash Management Products

Tech Stack

Tools & technologies

Ruby on Rails

About the role

Key responsibilities & impact

Serve as the primary point of contact for an assigned portfolio of institutional digital asset clients, including exchanges, stablecoin issuers, custodians, trading desks, and crypto funds
Own the client lifecycle post-onboarding, including account management, relationship deepening, issue resolution, and renewal/retention
Guide clients through cubiX platform onboarding, API integrations, and connection requests with counterparties
Monitor client activity and flag changes in behavior, deposit flows, or operational needs to internal stakeholders and compliance teams
Conduct regular business reviews, introduce new products or payment rails, and identify cross-sell opportunities
Coordinate with Treasury, Operations, BSA/AML, Legal, and the cubiX product team to resolve issues and deliver solutions
Support Business Development Officers in transitioning newly signed clients through onboarding and into steady-state management
Maintain accurate CRM records, pipeline notes, and relationship documentation
Contribute to client-facing materials, FAQs, and product guides for the digital asset vertical
Uphold compliance standards, including flagging unusual activity and supporting periodic KYC/KYB reviews

Requirements

What you’ll need

3–6 years in relationship management, client success, or account management within banking, fintech, or digital assets
Solid understanding of the digital asset landscape, including exchanges, custodians, OTC desks, and stablecoin issuers
Experience managing institutional or commercial banking clients with complex operational needs
Familiarity with U.S. banking compliance requirements relevant to digital assets: BSA/AML, KYC/KYB, and OFAC
Strong communication skills
Organized and process-oriented, with ability to manage a large client portfolio
Proactive, service-first mindset with a track record of high client satisfaction and retention
Prior experience at a digital-asset-friendly bank or crypto-native firm (nice to have)
Hands-on familiarity with instant payment rails such as RTP, FedNow, or real-time gross settlement systems (nice to have)
Understanding of stablecoin mechanics, blockchain-based settlement, or tokenized payment networks (nice to have)
Experience using CRM platforms such as Salesforce (nice to have)
Exposure to Treasury or cash management products for institutional clients (nice to have)
Must be legally eligible to work in the United States without sponsorship, now or in the future

Benefits

Comp & perks

Personal development plans
Significant investment in AI and technology infrastructure
Reasonable accommodations for qualified individuals with disabilities
Equal opportunity and diversity, equity, and inclusion culture